Alternatives to OfficeClip Contact Management

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

A Complete Call Center Package CallShaper’s cloud-based software solution for call centers keeps things simple. With CallShaper, inbound and outbound call center directors have a simple, dynamic, and flexible platform for efficient call management. CallShaper is designed to reduce costs and increase ROI in Call Centers. CallShaper works with businesses to increase contacts, track agents' performance, manage leads and sales processes, and maximize contacts. Managers can use the drag-and-drop interactive Voice Response (IVR) editor to transfer calls to third parties and other recipients based upon agents' availability, type, and time. CallShaper lets call centers analyze databases to determine landline or wireless leads, Do Not Call list numbers, and call abandonment rates whilst helping customers to maintain compliance with Telephone Consumer Protection Act (TCPA) regulations. Supervisors can import leads by uploading files in bulk and agents can utilize call scripts to communicate and resolve clients' queries. Using predictive and preview dialers, marketing agents can automate call handling processes and review lead information before client interactions.

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

Your CRM shouldn't stress you out. Nutshell is an all-in-one CRM, sales automation, and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and powerful enough for any business, Nutshell is built for teams who are tired of managing separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software that small businesses already use, including Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps. A leading small business CRM with thousands of customers worldwide, Nutshell is ideal for any B2B business that relies on building relationships, including manufacturing companies, professional services companies, software and technology companies, wholesalers, and non-profits. Give Nutshell a look. We love growing business.

EQUP is a powerful all-in-one solution that streamlines business processes. EQUP offers industry-specific solutions to businesses in the Service, SaaS and E-commerce sectors. This ensures that they don't have to settle with generic solutions. One of the best features of EQUP allows business owners to manage multiple businesses with a single account. You don't need to buy a new plan to manage other businesses. EQUP's inventory pooling function allows you to easily pool your Emails and Users, Tags, Tasks/Tasks, Appointments, Tasks, Tasks, Tasks, Tags, Tasks, Tasks, and other features among your companies. This allows you to control all aspects of your business and ensures that you don't miss any feature. EQUP also provides you with a dedicated account manger who will assist you in onboarding and with any other software questions.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

WildApricot is a membership management software that can be used to manage all types of membership-based organizations. WildApricot has been used by over 30,000 organizations. It provides all the tools you need to run a successful business. WildApricot makes it easy to manage your contacts, create newsletters, send out emails, and use their website builder. You can also process payments and register attendees for events. You can customize every aspect of your membership management software with a simple interface. WildApricot's support team and community are available to assist you with any questions or concerns.

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

Lusha helps business professionals establish a fast and true connection with their leads, contacts, and candidates. Today, over 800,000 sales representatives, recruitment managers, and marketers transform the way they engage with their leads, contacts, and candidates by using Lusha on a daily basis.

IXACT Contact is a real estate CRM that makes it easy to manage your contacts, keep in touch with communications, active business, and online presence. All this in one, simple-to-use software. IXACT Contact's unique marketing automation and content will help you become the real-estate professional that your clients remember and prospects want to work with. IXACT Contact agents see an average increase of 55% in their GCI.

Contact Management and Virtual Office for Network Marketing Professionals. You can track all interactions with clients using our powerful contact management section. Our dashboard will help you stay focused on the activities that move your business forward. Email marketing is a key part of every business today. Our system allows you email your contacts individually, or in targeted groups. You can create eye-catching email templates and assign prospects to campaigns. Your contacts will then receive personalized emails from you. Always follow up with clients and know where leads are in your pipeline. Use our reporting functionality as a CEO to determine which activities are making money and growing your company. Duplication is the name of the game when it comes to Network Marketing. You can use our team management tools to create training programs, email templates, or sample language, and share it with all your team members.

ZoomInfo Sales allows you to maximize productivity, increase pipeline and reach a revenue potential that you never imagined possible. Create an account universe based upon your Ideal Customer Profiles. Reach decision makers with the largest B2B database of 65M+ phone numbers and 150M+ verified email addresses. Track companies searching for solutions similar to yours on the internet to identify and reach prospects early in their buyer's journey. Find and connect with decision-makers from companies that visit your website. Analyze customer calls, emails, and meetings to drive process improvements that will impact your bottom line. With our native phone dialer, and email tool, you can create and execute multi-touch sales campaigns. ZoomInfo Chat is a data-driven chatbot tool that reduces the time it takes to close sales. To free up your internal staff, set real-time lead alerts and automate lead-qualifying communications.

CrmOne is an innovative CRM platform that helps businesses scale and enhance their customer relationships. Our all-encompassing solution consolidates marketing and business automation, provides unlimited access to tools & a worldwide CRM system. Our CRM platform is used by over 4,000 organizations in 120 countries. CrmOne is a great choice for companies looking to optimize their CRM process, AI integrate marketing and sales efforts, and achieve global reach, while saving time and boosting growth. CrmOne lets you automatically save leads data, create a user journey, and bring teams together to create an unprecedented sales platform. Create a free website, get richer insights, nurture warm leads, create contact profiles, manage deals, track conversations, schedule appointments, automate workflows, and even simplify your social media posting.

OnePageCRM is the first action-oriented sales CRM. It allows small and medium-sized businesses to take control of their sales. Main features: - Next Action Sales: Every lead generated is action - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chat

You can use your existing contacts database in Excel spreadsheet or CSV format and let the system store them securely for any future work. You can apply filters to your contacts and create segments by country, company position, or any other custom field. You can also save segments for future campaigns. Select your target segment and create your first automated email sequence using behavioral and time-based triggers. Include snippets to make it sound natural. Track the performance of your campaigns with Reports. You can turn leads into opportunities or close deals by turning opportunities into opportunities. Platformax is an inside-sales CRM that was built on over 40 years of sales experience by our co-founders. It is a modular sales platform that optimizes all aspects of your sales process. This includes prospecting, lead nurturing, opportunities tracking, sales fulfillment, order delivery, and after-sales support.

Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.

Repository of outside organizations, including customers, vendors, prospects, and other entities. Each entity should maintain its own contacts. All activities related to each contact should be tracked and scheduled. All sales opportunities with prospects and customers. Entity records are companies or organizations with whom communication has been established. Potential customers, current vendors, potential vendors, and any other organization with whom communication is required can all be considered entities. To be able analyze and report on each sales opportunity for each salesperson, and the entire company, it is important to track each one. Keep track of leads to determine where marketing funds should go. Keep track of the status of each opportunity, including expected close date.

ClientTether is a franchise CRM for sales automation that was built by franchisors to facilitate franchising. Our automated tools for contacting, texting, emailing, quoting and online review requests ensure that your FranDev teams and franchisees never miss a lead or nurture prospects from the beginning to the end of their customer journey. Our sales engagement platform features powerful and simple-to-use communication, digital signing, estimation tools, multilocation top-down reporting (for royalties calculations etc. Chat bots, reputation management and online scheduling are just a few of the many features available. Your FranDev or franchisees can visualize their pipelines, potential at risk, and to do lists in one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

Inboundio is a secure and natural way to manage your prospects. It will help you increase sales and leads. Integrated with your Inboundio CRM, you can create, send, and track beautiful email marketing campaign. Create landing pages for laser-like marketing campaigns. Drag and drop is all that's required. Sales are more important than leads. Inboundio supports your sales people. You can create and manage your own digital marketing campaigns.

Never let a deal slip or fail to follow up with a customer. All businesses that are growing face the same fundamental problems. You lose track of your leads, get lost under emails, and forget to follow up. The good news is that you can get rid of all this by using Funnel. Funnel can solve them all. Try Funnel CRM for free for 14 days. Simple CRM software that tracks leads and manages follow-ups. Less data entry means more sales. It's quick and easy. To create contact forms, you can use our easy form builder. Copy the code and paste it into your website. Contact form submissions allow you to place deals in a sales funnel instead of an inbox. Know when customers have viewed your messages. Impress your customers with professionally-formatted proposals. Multiple currencies supported. Funnel creates and maintains your contacts list based on the information that they provide through contact forms. No effort required. To reply to customers, you can use your favorite email client and your mobile phone.

Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.

VipeCloud is a complete sales and marketing customer relationship management solution (CRM). It's designed to help small and midsize businesses streamline their marketing operations and track their sales. The key features include lead generation and prioritization, multi-channel communication, engagement analysis, and an autoresponder. VipeCloud provides the support you need in order to get more customers. Your team and you will quickly accelerate your growth with VipeCloud's email marketing, sales automation, and CRM. With workflow automation and lead scoring, empower your sales team to prioritize the most important leads. A simple marketing-to sales handoff can help you grow your sales. You can rest assured that our US-based support team is the best in the industry and will be there for you every step of your journey.

Create and monitor your work tickets & aftersales with full visibility of the process for all customers. Monitor your customer's aftersales tickets and mobilize your team while providing them all the information they need. Reduce the time you spend managing your engineers by empowering them to manage their own jobs on-site, whether online or off. You can track the customer journey, from lead to invoice, and have full control of every step. Reach out to your customers whenever they need you, in real time. All while receiving actionable and reporting data. Reach your customers during critical moments using customizable triggers, while gaining insights on the best times and methods to reach them. With a detailed data breakdown or top-level view, you can make quick and effective business decisions.

Manage, build and monetize your customer base. Our automated database makes it easy to organize your contacts, track your most valuable customers, and personalize their experience to stay top-of-mind. Did you know that 20% of your customers are responsible for 80% of your revenue. Manage and monetize your existing customer base to increase your reach and frequency. Personalized messaging and identification of your most valuable customers can lead to lasting relationships. LocalContacts Features. Multi-channel engagement is how we help you reach your clients and build your client base. We are here to help. Our dedicated customer support and customer success teams will ensure that you succeed. Tailored to your needs. Everything is customizable, from branding for your messages to smart personalization. The best features in the industry Our cloud-based dashboard makes collecting customer information easy, and allows you to track and analyze performance. Your most valuable customers should be your first priority.

Raklet is a membership management software that can help you grow your business. Your audience can be monetized through newsletters, memberships, and other digital tools. Easy import of contacts and creation of custom fields. Automate your messages via different channels. Collect one-off and recurring payments. Automate reminders & invoices. You can be there for your employees wherever they are. Our mobile app for Android and iOS allows you to engage with your members anywhere you are. We can also create a custom mobile app for you. Engage your audience through various channels such as private messages, newsletters, events, and more. Your members will feel more engaged when you create their digital membership cards. Zoom integration is available to track attendees at online events. Raklet's membership management tools allow you to manage your entire organization from one platform.

Why pay for CRM softwares that only offer 60-80% features that you don't use? Benchpoint is a premium CRM software that is specifically designed for startups and small businesses. It offers premium features at a lower price. The dashboard's minimalist design makes it easy for sales teams to see all the deals in progress and streamlines sales pipeline management. You can get critical insight into how deals are flowing through efficient lead management and lead scoring. You can instantly see which deals have been won and lost and keep track of your sales process. You can identify stagnant areas in sales and fix them to ensure that your sales pipeline is not clogged. Benchpoint allows you to sync your Microsoft or Google account and track all customer interactions from one place. Mailchimp integration options make it easy to launch email marketing campaigns and send bulk emails.

A system that manages a company's interaction with its current and potential customers. CRM is the use of technology to automate, synchronize, and organize sales, marketing and customer service. SFA includes a system for managing contacts and following up with customers. Designers, architects, real estate developers and contractors, agents, brokerage offices, etc. There are many others, such as nonprofits, tech companies, online businesses and more. Business service providers, such as accountants, attorneys, and consultants.

Sage and Xero's growing CRM. Easy way to empower your sales team, nurture customers, and grow your business. Contact management. All your contacts can be imported from Sage in minutes and synchronized with Xapsys CRM in just minutes. Search engines make it easy to find contacts instantly. You can filter by account manager, company type, city, or city. You can create new companies with different currencies, tax rates, and price bands, and assign them to your account manager. The "find on Maps" widget will save you time and populate all fields that are known from the company's name. Sales pipeline. Track and manage your sales opportunities easily to help you prioritize your work. You can move prospects from one stage of the sales process to the next in just a few clicks. You can customize your opportunity statuses to reflect the steps in your sales process and the certainty percentage that you usually experience for each stage.

Copy2Contact can be used by individuals and companies to capture important business information about leads and clients. Copy2Contact is used by smart professionals to reduce data entry time by 98%, and triple the accuracy of their day-today tasks. Copy2Contact allows you to capture contacts, leads and appointments into Microsoft Outlook or Salesforce.com from your iPhone or PC. Grab contacts from emails and documents, resumes, websites, etc. Copy2Contact is a proprietary technology which saves time and helps you manage appointments and contacts. It eliminates mistakes and saves time by instantly grabbing all contacts or appointments from the screen. It works with email signatures, web searches results, documents, resumes, and other sources of event or contact information that are a part of any professional's everyday workflow.

With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. No matter what you’re working on, how big or small the task may be, SpinOffice makes it super easy to get stuff done. And best of all, you share all information in the database with your colleagues. That makes SpinOffice CRM the ultimate team application for any small and medium-size business. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.

Auric Prospector is a CRM solution that helps businesses connect people and processes. Auric Prospector is an on-demand customer management software that allows teams to optimize processes and manage prospects, customers, and contacts. It provides a variety of tools for opportunity management, customer service, support, list management and contact management, as well as reporting and analysis.

The NOLA Automation Software is all-in-one software that allows you to build momentum in your business. You can create schedule campaigns broadcast, in-outbound predictive and SMS 2 WAY voice drop and email. With our software you also have the option to email a link to your prospect that will redirect them to their accounts via an online portal.

The Smart, Simple CRM for Office 365 and G Suite Teams. You don't need to set up. Nimble is the only CRM to build itself. Nimble is already helping thousands of teams work smarter every day. Nimble makes it easy to organize your contacts. You can build relationships, find opportunities, reach your goals, and create connections. Today Page organizes your tasks, social signals, pipeline, appointments, and schedules in one intuitive dashboard. You can automatically combine contacts, social media connections and communications with over 160 apps and CRMs to create one unified relationship manager. To view a 360-degree view and find contact information, as well as the interaction history of your team members, you can easily locate them. You can also add notes, change deal status, or access social handles.

eTag365 can be used as a Sales Relationship Manager (SRM) or standalone. It retrieves contact information contactlessly in seconds by retrieving it by Cell Number, NFC Sticker, and Text Scraper. It creates an easy and powerful Email Follow Up (Drip) System. With just a few clicks, you can stay in the prospect's mind for a long time. eTag365 offers an opt-out link to the emails. eTag365 automates the follow-ups. Maximizing your prospecting opportunities. Email DRIP is one of the most important features in eTag365 System. This allows you to create follow-up emails and from the mobile application, you can choose to start Email Drip. Email messages will be sent over a long time period. This will allow you to spend more time prospecting, as you don't need to make follow-up calls unless you wish.

Connect. Organize. Get things done. All your email, calendar, contacts, and tasks in one place. You can manage your email, calendar, contacts and tasks efficiently from one place. Office integration allows you to share attachments directly from OneDrive, access contacts, view LinkedIn profiles, and view LinkedIn profiles. You can book conference rooms and track RSVPs right from your calendar. You can share your calendars to coordinate and plan and see when your coworkers will be available. You can rest assured with enterprise-grade security that is trusted by the world's most important companies. Outlook protects your confidential information around the clock, and doesn't get in your way. Outlook anticipates your needs. Outlook automatically adds travel and bill payments to your calendar. Intelligent reminders help you stay on track. Search makes it easy to find the information you need quickly.

Highrise, a CRM solution allows users to communicate with clients and track the status of deals and relationships. Highrise allows users import contacts from Outlook and Excel. Highrise allows users to add notes or comments to contact details. Highrise also offers task management functionality, which allows users to create tasks and add reminders to projects. Users can also view tasks by company or contact.

Routzy is an iPad app that combines the best features of multiple business utilities into one mobile sales center. Transform your leads into customers today. Keep track of all customer and prospect communication from one place. Routzy is the perfect tool to help mobile sales teams create optimized sales routes in seconds. You can create professional quotes instantly to increase your chances of closing deals on the spot. Digitize all your paperwork and create the forms that you need to handle any situation. Create compelling presentations to communicate your ideas and boost your sales pitch. Dropbox integration allows you to access contact information and track worker activity.

CRM, finance, workforce management software and many other areas. You can manage every aspect of your company. Select the modules that you need to save time and money. Staffing simplified Our founders have over 20 years experience in the staffing industry. They built and rebuilt an internal platform to help their team work smarter and not harder during that time. One day, a competitor saw the platform our founders had built. She stated that every company in the industry was trying to solve the same problems as their internal platform. She suggested that everyone should have access to their platform. Senegal Software was founded in 2016. The result is a modular platform that allows you to run your business from anywhere on any device. Our software today helps clients save time, money, and increase productivity. We don't stop there. Our team continues to work with clients to find new ways for automating and simplifying staffing.

It is essential to be able to effectively manage all aspects of your business in the Recruitment & Staffing industry. RecruitOnline provides a fully-featured, Cloud-Based SaaS, integrated recruitment business management system that supports agencies ranging from a sole operator through to multi-brand/multi-sector/multi-location staffing businesses. The success of any business depends on its relationships with customers. CRM software is key to managing those relationships and developing them. Email Newsletter module built in - Create, send and track email marketing campaigns. Leads can come in many forms: a reference check, a colleague at a networking event, a referral from a customer; etc. It is important to be able to identify the source of leads and have a system to assign and follow up.

KADO is a smart network solution that helps professionals to build meaningful relationships that lead to deals. Deal makers can reduce their time spent managing contacts by more than 30% with KADO. Our mission is to empower business professionals to make meaningful connections. KADO was designed for relationship-driven professionals. It is packed with powerful networking features and is changing the way you think about networking. Paper business cards are gone. KADO allows you to create and personalize your digital business card. This saves time and money, and lets you show your prospects that your are current with technological trends. KADO allows you to sync all your contacts, including those from Google, Outlook, or your CRM, into a single, easy-to-use interface. You can easily record, organize, and share your notes within the app to keep track of your contacts.

Since 2000, we have been helping NZ businesses and organizations. Outreach Software Limited was established in Dunedin, NZ in 2002. It provides small businesses with online contact management solutions. OutreachCRM was created as an online solution. It allows you to easily keep track of your clients, customers, members and donors. You can easily add, track, and manage all the information you need about your customers, donors, members, and contacts. With custom fields, you can capture the relevant information that is important to your business. You can record data in drop-down lists, multi-choice or date fields. To create contact lists, identify target market segments, and communicate with groups, tag or group your contacts into categories. Connect with your contacts and define the relationship.

Our online service makes remote team contact management simple. We've been around since 2007. All connections are 256bit encrypted and we don't have access to your contact data. No complicated or expensive CRMs. Contactzilla is the best CRM for managing contacts. Remote teams can either stay in sync in real time or access the web interface if they choose. We have helped thousands of organizations manage their contacts over the past decade. You can add unlimited contacts to unlimited "Address Books" and share them with your team. Every contact that is updated is immediately updated for the entire team. They love us because they have instant access to all their company's contact details, including staff, clients, and supply chains. This allows them to be more productive wherever they are. We help them create a single point of truth for all their contact information. No sloppy syncing.

SalesOptima is a great choice for any business or individual who doesn't require a complete CRM software program. Our web-based, fully integrated contact manager includes all the tools needed to manage a small business. Your homepage will provide easy access to all your contact information, so you can seamlessly manage your contacts and interact with them. It can be accessed from any computer or mobile device so you won't be left behind without the essential business information. Our Sales Optimization tools will allow you to do more work in a shorter time. SalesOptima allows you to create multiple web forms, collect data from your website, launch sales and workflow automation campaigns, among other things. You will have complete control over the time between workflow events so you can create and maintain custom sales, marketing, and customer service processes.

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

TL LeadManager®, our lead management system, is exclusively for Life and Health Insurance Agents. It's easier than ever to manage your Medicare Supplement, Long-Term Care, Final Cost, Annuity, and other leads. TL LeadManager is the perfect solution if you don't like or don't have a lead/contact management software. This CRM-based contact management system, CRM, has many features and is easy to use. It's designed to reduce the time spent on leads and maximize your selling time. Reduce paperwork, become more organized and sell more policies. We can make direct mail marketing as easy as possible when used in conjunction with TargetLeads®. Whether you are using Turning 65 lists to get Medicare Supplement or any other type of insurance leads, the TLLM program will allow your to manage, follow up, and run reports on all your campaigns.

ActivePipe, an innovative email marketing platform, uses intelligent automation to nurture clients. ActivePipe was created to address the specific needs of real estate professionals. It allows users to build relationships at scale, unlock hidden opportunities, and create new business opportunities. The power of email automation will nurture your clients and help you build long-lasting relationships. ActivePipe connects you with the best leads each day by setting it up once. Spend more time selling than marketing. Top agents respond to all leads within 100 minutes. ActivePipe makes it easy by identifying high-value prospects who are ready to buy and sell right away. Get leads delivered right to your inbox when people are ready to take action. Before you pick up the phone, know what your clients need.

Marketing leads can be answered, you can stay in touch with them and learn what marketing is most effective. ReachLocal offers ReachEdge software.

We offer a complete management system that includes tasks, appointments, sms and email, as well as payment processing, to help you manage your contacts. Non-Profit Membership Businesses and Membership Based Businesses can benefit from recurring contact and fees. You can quickly organize, manage, and track all aspects related to your customers or contacts. Intake forms, website forms and invoicing. Payments processing with ACH and credit/debit cards. Appointment reminders using SMS and emails. Contact Types You can organize contacts by type and add custom contact lists and mass email or SMS to the list.

We provide a single solution that combines sales, marketing, customer service, and sales teams with a focus to the customer experience. Our mission is to offer equal growth opportunities for all businesses and help them achieve greater output. Features * Growth Hacking allows you to leverage growth marketing and scale your company with it * Convert prospects into customers with SMS & Email Marketing * Never miss a lead with customizable Pop-ups and Forms * Drive leads to a successful conclusion with our Kanban-style boards within the Sales Pipeline * Manage all customer interactions through the Contact Management * Lead Scoring helps you identify qualified leads and improve sales effectiveness Team Inbox allows you to stay in touch with your customers and employees. Messenger enables you to connect with your customers continuously via omnichannel communication * Use Knowledge Base to educate your customers and employees